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ESG Planning DBA Harper Investing

All holdings · as of Dec 31, 2025

65 positions

CompanyClassValueShares% of portfolio
ORACLE CORP$428.1K2,1960.2%
ISHARES TR$413.4K4,6150.2%
QUALCOMM INC/DE$394.0K2,3040.2%
APPLIED MATERIALS INC /DE$367.1K1,4280.2%
ISHARES TR$363.5K5,5910.2%
AbbVie Inc.$274.6K1,2020.1%
VANECK ETF TRUST$271.7K7550.1%
ADVANCED MICRO DEVICES INC$268.4K1,2530.1%
INTERNATIONAL BUSINESS MACHINES CORP$237.4K8010.1%
ISHARES TR$237.1K1,1870.1%
Guidewire Software, Inc.$231.2K1,1500.1%
SPDR SERIES TRUST$229.9K2,4410.1%
DIMENSIONAL ETF TRUST$222.0K5,6080.1%
ISHARES TR$219.3K3200.1%
ELI LILLY & Co$208.6K1940.1%
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